Setting and Making Your Physical & Financial Goals Work Together

Table of Contents

How to Set Your Financial and Physical Fitness Goals

Published on July 12, 2024
3 min read

Small changes can lead to significant results.

I have long believed that small, yet stretchy goals can significantly impact all aspects of your life.

It also won’t surprise you that I love movement and believe in exploring the connectivity between mind, body, and financial health. I have often stated that we have three ages: a chronological age, a biological age, and a financial age. If you want to reshape your life or finances and regain control, it may be time to reshape your thinking.

When something feels out of place physically or financially, it may be time to bring in the experts. Trust me, I have been there. I am a certified financial planner, yet we have a financial advisor who manages our money. Getting started can be overwhelming, and procrastination can be the one thing in both arenas that can derail you.

How to Set Your Financial and Physical Fitness Goals

If you are embarking on a new physical or financial journey, here are a few steps to help you:

1) Enhance your knowledge to help make informed decisions. You can set realistic goals regarding movement and budgeting, knowing your limitations, expertise, and comfort level.

2) Ask for help from advisors, planners, trainers, etc. Professional guidance is a game changer and will help you navigate challenges and adopt coping strategies. I’ve realized and respect what a professional can bring to my knowledge base. Their expertise can take you to a level you may have once felt was unattainable.

3) Incorporate self-care into your daily practices, including sleep, regular movement, healthy eating, meditation, and socialization. Like a good trainer, a good advisor must fit you well. I’m convinced there is a connection between your financial health and your well-being, and when combined, they can lead to a fulfilling life.

Moving towards a healthier future in all aspects of your life is up to you. And remember, you don’t have to do it alone. Your coach, trainer or advisor is there to help you do the heavy lifting and realize your goals.

Health, in many ways, is the new wealth. Investing in lifestyle changes can help to increase your longevity and pay dividends in the long run.

Pattie – PLR@heb.ca

Measure your financial wellbeing score today!

GET STARTED

{"salutation_required":"Please select a salutation","first_name_required":"Please enter a valid first name","last_name_required":"Please enter a valid last name","tel_no_required":"Please enter a valid phone number","email_addr_required":"Format: name@domain.com","confirm_email_required":"Enter valid confirm email address","confirm_email_invalid":"Confirm email is invalid","first_name_invalid":"Please enter a valid first name","last_name_invalid":"Please enter a valid last name","tel_no_invalid":"Please enter a valid phone number","email_addr_invalid":"Format: name@domain.com","str_address_required":"Please enter a valid street address","str_address1_required":"Please enter a valid street address","date_of_birth_invalid":"Invalid date of birth","city_required":"Enter city","city_required_select":"Please select a city","province_select":"Please enter a province","city11_required":"Enter city","city11_required_select":"Please select a city ","province_required":"Please enter a province","post_code_required":"Format: A1A1A1","post_code1_required":"Format: A1A1A1","year_of_birth_required":"Provide date of birth","date_of_birth_required":"Provide date of birth","home_type_required":"Please select a home type","post_code_invalid":"Format: A1A1A1","post_code1_invalid":"Format: A1A1A1","estimated_market_value_required":"Please enter a home value","estimated_market_value_invalid":"Please enter a home value","first_name_max_length":"First Name should not greater than 8","chip_home_plan":"CHIP Home Income Plan","call_us_toll_free":"Call Us Toll-Free","request_your_free_guide":"Request Your Free Guide","get_started":"Get Started","learn_more":"Learn More","why_wait":"Why Wait? Get Started Today","submit":"Submit","province":"Province","province1":"Province","year_of_birth":"Birth Year","home_type":"Home Type","first_name":"First Name","last_name":"Last Name","tel_no":"Telephone Number","email_addr":"Email Address","confirm_email_addr":"Confirm Email Address","confirm_email":"Confirm Email Address","please_send_my_guide":"Please Send My Guide By Mail","please_provide_estimate":"Get a Free Estimate","str_address":"Street Address","str_address1":"Street Address","city_town_village":"City \/ Town \/ Village","city":"City \/ Town \/ Village","city_town_village11":"City \/ Town \/ Village","city11":"City \/ Town \/ Village","post_code":"Postal Code","post_code1":"Postal Code","estimated_market_value":"Estimated Home Value","success_home_income_plan":"Data is submitted Successfully","its_easy":"It\u2019s Easy! Get Started Today!","read_more":"Read More Customer Stories","thank_you":"Thank You!","thank_you_message_1":"Your CHIP Home Income Plan Guide will be sent to you shortly.","thank_you_message_2":"Your personalized estimate will be sent to you shortly","thank_you_message_invalid":"Please Try Again","ok":"Ok","month":"Birth Month","day":"Birth Day","select":"Salutation","month_of_birth":"Birth Month","date_of_birth":"Birth Day","second_home_owner":"Is there a second homeowner?","yes":"Yes","no":"No","send_by":"Send by","email":"Email","mail":"Mail","age":"Age (in years)","age_required":"Required","age_invalid":"Enter Valid Age","age1_required":"Required","age2_required":"Required","age1_invalid":"Enter Valid Age","age2_invalid":"Enter Valid Age","term_required":"Required","secured_dept_required":"Required","unsecured_dept_required":"Required","captcha_code_required":"Required","secured_dept_invalid":"Enter Valid Value","unsecured_dept_invalid":"Enter Valid Value","select_term":"Term","select_gender":"Gender","gender1_required":"Required","select_age":"Age (in years)","secureddebt_value_required":"Enter valid secured debt value","secureddebt_value_invalid":"Enter valid secured debt value","unsecureddebt_value_required":"Enter valid unsecured debt value","unsecureddebt_value_invalid":"Enter valid unsecured debt value","calculate":"Calculate"}